All Episodes
Bedell Frazier Investment Counselling — 173 episodes
Read All About It
Up in the Sky, Driverless on the Road
How Bubbles Burst
The Things You Can Learn From a Mouse
Finding Certainty Amongst the Uncertainty
The Bond Vigilantes Ride Again
Earnings, Economic Insights and a Duck - Another Rapid Rundown
250 Years - The American Experiment
The AI Race - Storing Data in the Ocean & Outer Space
Family Fights
Captain Courageous
What Happened and Why It Matters - Another Rapid Rundown
It All Started With a Mouse
All Bulled Up
Between the Middle East and the Dark Side of the Moon
From Oil to Drones - The AI War
A Way to Think About Iran
What Corrections Are Designed To Do
Stress, Confusion and Inspiration
Dow 50K
What We Learned From Amazon
Pedal to the Metals with a Shiny Apple
Passing the Torch
A Revolution to Re-visiting Your Past - Another Rapid Rundown
TGIF: 2026
TGI-XMAS
Power is Power
The Fed Saved the Rally
It's Always Must See
TGI-Thanksgiving
Nvidia Couldn't Save the Rally
A Fastball Under the Chin
The Future of Finance is Now
A Tidal Wave of News - Another Rapid Rundown
Big Numbers
Canaries or Cockroaches?
That's Quite a Shine
Blowing Bubbles
Natural
What Oracle Means to the Market and More
Football & Jobs - Activity in America
National Security Meets Free Markets
Jackson Hole Moves Markets
Back to School
The iPhone and India in the Middle
Another Rapid Rundown
Waymo Innovation Ahead
Another Rapid Rundown
TGI-4th
Why is the Market up so Much?
Invested in California
What the Attacks Mean for the Market
S&P 6K
Digital Dominance
Memorializing is Remembering. Remembering is Understanding.
Pause Propulsion
Recession or Suppression?
U-Turns
Data Drives Decision Making
What the Hell Just Happened?
Tariffs, Avocados and Moneyball
Market Madness - Another Rapid Rundown
Market Movement
Digging into Ukraine
Where to Start?
Why Greenland?
Inflation & Innovation - The Beat Goes On
The Super Bowl Sunday Trade
DeepDive on DeepSeek and Beyond - Another Rapid Rundown
From Stargate to Panama and Back
Earnings & Inauguration
The Year of the Robot?
Why Syria Matters to the Market
Wall Street Legend
The Government & The Market
Rally Stalled; What's Next?
What the Election Means to the Market
Earnings, Economy & the Election: Another Rapid Rundown
Prices & Priceless
That Wall of Worry is a Thing
Another Rapid Rundown
Back to the Future of Energy
Rate Cuts = Recalibration
September Swoon
The Autumn Wind
Beneath the Surface - The S&P Other 493
Golden Opportunities
Earthquakes, Hurricanes & Tsunamis
Around the World
Black Swans & Market Rotations
Another Not-so Rapid Rundown
Inside Out & Outside In
Apple Intelligence
D-Day & Today
Debt is a 4-Letter Word
Memorial Day in America
Dow 40K and Beyond - Another Rapid Rundown
A Story Worth Telling
April Showers Bring May Flowers
Another Rapid Rundown
Nagging Inflation - You Want Fries with That?
TGI-Good Friday: Hot Chocolate
March Madness
All About AI
The State of America - Soft Landing, Hard Politicking
Amazon Joins the Dow
Nvidia Saved the Rally
Undersea & Outer Space - Risk & Reward
Super Bowl Sunday Sin City Style
Another Rapid Rundown
Who Motivates the Motivator?
Consumer Takeaway - Too Much Tipping!
Tomorrow’s Tech Toys Today
Happy New Year!
TGI-XMAS
Pivot
It Takes a Lot of Energy
Amazon is Everywhere
So Much Going On - Another Rapid Rundown
Panda Diplomacy
Report Cards
America’s Insatiable Thirst to Spend
What the Mideast War Means to the Market
Securities Central Nervous System
The Correction's Back
Another Rapid Rundown
End of an Era
Labor Day & The Revenge Tour Concludes
Market in Motion
State of the Consumer
Back-to-School
America's Economic Engine - Dynamic Women
Russia, China and the World
The Prices People Pay, Today
Happy Birthday America
India Emerging
Bust to Boom, Boom to Bust
Distorted Reality
Economic Resiliency
May in America
As Goes Disney, So Goes AI?
Trillions is a Whole Lot
America's Economic Report Card
The Debt Ceiling, the Dollar, ChatGPT and Me
Earnings, Inflation & the Oracle of Omaha
Financial Plumbing is Important
Silicon Valley Fallout
More Market Turbulence - Another Rapid Rundown
Tomorrow's Technology - Today
We Don't Know What We Don't Know
Inflation Update: Hard-Landing, Soft-Landing, No-Landing?
ChatGPT, AI and Super Sunday
Earnings, the Economy & the Fed - Another Rapid Rundown
America’s Credit & Credibility
Scoreboard - Earnings Season, A Dozen Eggs & Playoff Time
The Year 2022 - Good Riddance; Hello 2023!
TGI-Xmas
Offsides
Complicated Business
Bull-Bear Brawl
The American Consumer & the Market’s Rusty Door
The State of America - Prevailing Optimism
Midterms & The Market – “It’s the Economy, Stupid”
Report Cards for Corporate America - A Rapid Rundown
One if by Land, Two if by Sea - Studying Signals
Outside Day, Inside a Bear
Sayonara to September
What Is the Deal With This Market? Here Are Our Thoughts
There’s No Such Thing as Free
The Power of Power – Water, Energy & Infrastructure
Labor Day, The Future of Work and a Bull/Bear Battle
Wild from Wyoming to Wall Street
Winning The 21st Century – Why Taiwan Matters